Employer’s Pension Startup Credit Substantially Increased
If you are considering establishing a qualified pension plan for your business, you may be entitled to the Credit for Small Employer Pension Startup Costs.
There’s Still Time to Contribute to an IRA for 2019
Have you made your 2019 IRA Contribution yet? You still have time.
Planning Priorities: Targeting Your Retirement Savings Goal
In this episode of Planning Priorities, Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, provides some tips and tricks to staying on track to reach your retirement goal.
What Is Asset Allocation And Why Is It Important?
Asset allocation is a common strategy that you can use to construct an investment portfolio.
In the News: Early pension benefits require careful planning
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses the options retiring employees have when receiving pension benefits. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The…
Understanding Your Annual Social Security Letter
Even though your monthly Social Security benefits may have increased because of inflation, the net amount you receive may actually be less per month because of increases in Medicare Part B and D premiums.
Pension Benefits Actually Require Careful Planning
The “Money Talks” experts team up to discuss the many variables that need to be considered when an investor is deciding how to receive pension payments.
Tips for Targeting Your Retirement Savings Goal
If you’re saving as much as you can, but still feel that your retirement savings goal is out of reach, it may help to focus less on the big picture and more on the details.
The SECURE Act—Not All Bad News for Retirement Plans
In today’s Marietta Daily Journal, Bil Lako, CFP®, looks at some of the significant changes from the SECURE Act, which is being described as the biggest piece of legislation to affect retirement accounts since 2006.
The SECURE Act—Not All Bad News for Retirement Plans
The “Money Talks” experts take a deeper dive into the SECURE Act and how it affects businesses and individuals.